Financial Times Ranks Patti Brennan amongst Top 400 Advisors in the Nation
WEST CHESTER, PA, (GLOBE NEWSWIRE) – This morning, President & CEO of Key Financial Inc., Patti Brennan CFP®, CFS, was officially named to the 2017 Financial Times Top 400 Financial Advisors. This ranking places Brennan among the elite advisors at national, independent, regional and bank broker dealers across the U.S – an impressive feat, as the average FT 400 advisor manages 1.7 billion in assets.
The vetting process begins by selecting advisors from the largest broker dealers in the nation with a minimum 10+ years’ experience, and $300 million or more in assets under management. From there, advisors are scored based on a variety of standards including AUM, AUM growth, and compliance records. Financial Times selection process is completely independent and objective, taking over a half a year to arrive at the Top 400.
When asked about the accomplishment, Brennan was quick to note, “When it comes down to it, it’s all about teamwork. The whole is only as good as the sum of its parts, and I am blessed to have such a talented and dedicated team of professionals who are committed to the highest standards. I am honored to be placed in such a ranking, and consider this a team win.”
On a local level, Brennan proudly serves on the Board for the YMCA of Greater Brandywine and Cuddle My Kids. She has formerly served on the Boards of the Chester County Economic Development Council, SEEDCO and Penn Medicine Chester County Hospital. As the President and CEO of Key Financial for more than 28 years, Brennan provides comprehensive wealth management with integrated strategies that are unique to each client. Known for her ability to see the impact of the “little details” on the big picture, Brennan is known for communicating complex financial concepts in simple, understandable and meaningful terms.
Key Financial, Inc. provides comprehensive financial planning and wealth management services and is located at 1045 Andrew Drive Suite A West Chester, PA. For information about the firm’s planning services or to speak with Patti Brennan, call (610) 429-9050 or visit www.staging.keyfinancialinc.com.
The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2017). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered through Patricia Brennan are independent of Royal Alliance Associates, Inc. Advisory services offered through Key Financial, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.